Accelerated technology of domestic robot enterprise catching up with the localization of core parts and components

Stable growth in performance

Eston estimates that the range of net profit changes attributable to shareholders of listed companies from January to June was 52.15 million yuan to 72.21 million yuan, and the net profit change was 30 % -80 %. The company said that the main reasons for the growth in performance are expected to be the rapid growth of its robotics and intelligent manufacturing system business, the rapid growth of its motion control system business, the steady growth of its numerical control system business, and the initial results of the acquisition of companies and synergies.

Bosch SHARES estimated that the net profit range of shareholders belonging to listed companies in the first half of the year was 45.49 million yuan-58.49 million yuan, and the net profit change range was 5 % -35 %. The company said its target for net profit growth for shareholders who were owned by listed companies throughout 2018 remained unchanged in the 25-55 per cent range from a year earlier.

Yawei SHARES estimated that the net profit range of shareholders belonging to listed companies in the first half of the year was 58.52 million yuan-73.15 million yuan, and the net profit change was 20 % -50 %. The company said that in 2018, it actively promoted the strategy of upgrading smart manufacturing. While steadily developing the metal-forming machine tool business and maintaining its leading position in the subdivision, it vigorously promoted the upgrading of the smart manufacturing industry. We will continue to expand the development of laser processing equipment and smart manufacturing solutions, and steadily increase business performance.

Northeast securities analysts said the current industrial robot market has achieved rapid growth. The profitability of industrial enterprises downstream of the robotics industry has changed a few years ago. Profits have declined, growth has stabilized, capital spending has increased, and the demand for industrial robots and the willingness to automate transformation have increased, thus supporting the demand for robots.

Data show that the domestic robot compound growth rate of 34 % from 2010 to 2016; In 2017, domestic sales of industrial robots reached 130,000 units, an increase of 81 % year-on-year, and the industry showed an accelerated growth trend.

Accelerated localization of core components

Due to the differences in technology level, domestic robot companies used more imported core components. At present, with the improvement of the technology level of domestic robot enterprises, the localization of core components has made outstanding progress.

In 2015, China Hercules achieved a technical breakthrough in the RV reducer, a core part of the robot, and actively promoted the localization of the RV reducer. The company recently announced that it had signed a contract with Bolangte for the purchase and sale of RV speed reducer products. Bolangte purchased RV speed reducers from the company for a total of not less than 30,000.

Bolangte is a new three-board listing company for the main manipulator(Cartesian coordinate robot) and industrial robots. In April 2018, Bolangte announced that he planned to publicly raise 1.1 billion yuan for the promotion of the marketization and industrialization of 400,000 six-degree-of-freedom industrial robots. The company expects to sell 5,000 robots in 2018 and 200,000 by 2022.

According to Wangtianmiao, a professor at Beijing University of Aeronautics and Astronautics and honorary director of the Institute of Robots, there will be two to three companies in China's industrial robotics companies with capacity of more than 10,000 units in the next 3-5 years.

The technology level of the company's RV speed reducer has reached the world's leading level, a person related to the dual-loop drive told China Securities. The company cooperates with a number of well-known robot enterprises at home and abroad. The two-ring drive recently signed a cooperation agreement with Evte. Eft will configure the company's reducer on some of its models and complete the purchase of 10,000 reducers from the company by June 30, 2019.

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